Distribution Solutions Group, Inc. (DSGR) Stock

Distribution Solutions Group, Inc. (DSGR) is a Consumer Discretionary stock trading at $34.81 (as of 2026-08-21), with a market capitalization of $1.61B and a trailing P/E of 102.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

The company sells and distributes specialty products for maintenance, repair, and operations to customers in industrial, commercial, institutional, and government markets. Its products are sold in the United States, Puerto Rico, Canada, Mexico, and the Caribbean.

Understand Distribution Solutions Group, Inc.: how it makes money

Distribution Solutions Group, Inc. sells and distributes specialty products to maintenance, repair, and operations customers, and makes money by distributing those products through multiple business lines (including Lawson).

The profit engine is customer coverage, supported by field sales execution, where organic revenue performance depends on reaching and serving large numbers of customers (as indicated by customer, visit, and sales representative metrics).

Revenue by segment (latest quarter)
TestEq	$0.2B
Gexpro	$0.1B
Lawson	$0.1B
Canada	$0.1B
Other	$0.0B

Business quality (Weak): Clear business description and operating metric candidates are provided, but segment naming and whether the provided segment set fully matches official reportable segments is not explicitly confirmed.

Valuation: At 231× earnings, DSGR trades 864% above the Wholesale average (24×). Note: one-time items can distort reported P/E.

Bull case

Large, repeat-customer model supported by field sales resources: The company reports operational scale measures such as Customers Served (200,000.0), Customer Visits Per Day (10,000.0), and Lawson Field Sales Representatives (930.0).
Commercial execution is tracked via CRM adoption: Customer Relationship Management Adoption Rate is provided (70.0 percent), which suggests management monitors sales and customer engagement processes.

Bear case

Organic revenue pressure: Organic Revenue Decline is provided as 6.4 percent for the period, indicating weakness in underlying demand.
Limited operating cushion: Operating margin is provided as 2.7 percent, which can leave less room for cost or demand volatility.
Revenue can be supplemented by acquisitions: Incremental Revenue From Acquisitions is provided (0.04 USD_B), which introduces execution and integration risk if growth assumptions are not met.

Valuation — source: SEC EDGAR (first-party)
Price	$34.81
Market Cap	$1.61B
P/E Ratio	102.5
EV / EBITDA	14.3
Price / Book	2.46
Price / Sales	0.78
FCF Yield	-0.2%
DCF Value (model)	$44.50
DCF Upside vs Price	27.8%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$1.98B
Net Margin	0.4%
Revenue Growth (YoY)	9.8%
EPS Growth (YoY)	-212.5%
FCF Growth (YoY)	46.9%

Financial Health — source: SEC EDGAR
Altman Z-Score	2.44 (grey)
Piotroski F-Score	7/9 (strong)

Valuation vs Sector & Industry
Stock P/E	102.5
Sector P/E (Consumer Discretionary)	20.7
Industry P/E (Wholesale)	24.0
vs Sector	395.3%
vs Industry	327.5%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	KING LUTHER CAPITAL MANAGEMENT CORP ($1.07B)
Institutional Holders Tracked	10

Company
Sector	Consumer Discretionary
Industry	Wholesale
CEO	John Bryan King
Employees	4,400
Country	US
IPO Date	1980-03-17

Related Companies (Business model: Industrials / Capital Goods (Heavy Machinery + Diversified Industrials); 8 closest by market cap; US-domiciled)

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.